How do you change Data Projections from automatic to manual?
Permanently deleted user
How do I change a Data Projection from automatic (a number in the Amount column automatically spread by a Spread Method) to manual (using unique, individual amounts for each period)?
For example, if I have an Operating Expense for $120,000 with an Even Spread Method that assigns $10,000 per period, and I want to change it so it assigns uneven amounts ($11,000, $10,500, $9,000 etc.) to each period or vice versa, how do I make that change?
Comments
Thanks for your question, Christopher! In Planning Maestro, you can change a Data Projection from manual to automatic or automatic to manual using the following steps:
From Automatic to Manual
Step 1: Delete the amount in the Amount field for this Data Projection.
Step 2: Remove each automatic period amount by clicking on each period's amount, entering the correct amount, and pressing Enter.
From Manual to Automatic
Step 1: Remove each period's manual amount completely by clicking on the period amount, pressing Delete, and then pressing Enter. (Do not enter a zero.)
Step 2: In the Amount field, enter the total amount for this time period.
Step 3: Click on the Spread Method dropdown menu and select the correct Spread Method.
For more information about the Planning applications, see Managing Operating Expenses, Managing Revenue, Managing Personnel, Managing Drivers, or Managing Adjustments.
Please sign in to leave a comment.